Method Community

 Hi Jim, Another option that is actually better for you if you are only looking to add customer fields to the work order, would be to add linked fields to your Activity table by using EntityRef. This will form the relationship between the tables so the fields will be available for you to add to your report. This way you can continue to use ...

 Hi Joe, Thanks for the update, let me know if it happens again.  

Hello Jim, My assumption is that your "Default Work Order Template(Print)" template is based off the activity table. Have you tried using Customer as your master table and then Activity.EntityRef as your detail table? I tried and I was able to see all the available fields on the right hand side.  The drawback to this is that you ...

 nope...

Okay... I went throught and deleted all entries in methods, to fetch time again.... for the day Nov 30, it got 10 times of the 25 that ARE in xora? Why will it not get that time, from xora and pull into methods?

Try to have most of the editing complete before you fetch from Xora into Method. Any entries not entered can always be brought into Method the next time you get Xora time as long as it is within the date range you are pulling for. Method will not duplicate by bringing in entries it has already grabbed from Xora. Another idea is to add supervisors ...

Some of the times are edited daily... As shifts may not get started on time, etc.  Xora is used by the Supervisors to also record time in manual, for some employee that do not yet have a xora enabled phone, so those times a manualy entered... Normally once all the editing has been done by the superviser, it then get pulled to methods for ...

What’s the reason you’re editing entries in Xora and how frequently are you doing this? Ideally you should be fetching accurate entries from Xora into Method with minimum entries requiring editing. You can edit in Method just in case the occasional entry does need attention.   Yes, you need to do delete each individual record. ...

any luck?

Hi, I am having some difficulties with trying to link the data from the "Customer Table" to the new design template I made for the "Default Work Order Template (Print)". I just found out why I cannot use the Customer Table as the Master Table because it will not allow me to select it for the ...